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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
-1.79%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$462M
AUM Growth
+$6.56M
Cap. Flow
+$18.5M
Cap. Flow %
4%
Top 10 Hldgs %
28.91%
Holding
1,000
New
57
Increased
203
Reduced
138
Closed
37

Top Buys

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$1.35M
2
WTRG icon
Essential Utilities
WTRG
+$1.3M
3
SEE
Sealed Air
SEE
+$1.24M
4
AES icon
AES
AES
+$1.17M
5
LW icon
Lamb Weston
LW
+$1.12M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$1.15M
2
K
Kellanova
K
+$1.03M
3
SAN icon
Banco Santander
SAN
+$841K
4
HBAN icon
Huntington Bancshares
HBAN
+$730K
5
JHG
Janus Henderson
JHG
+$711K

Sector Composition

Rank Sector Weight
1 Financials 6.5%
2 Consumer Discretionary 5.41%
3 Technology 3.67%
4 Energy 3.01%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWY icon
1
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$15.3M 3.32%
72,567
+4,512
+7% +$1.04M
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$14.4M 3.12%
178,985
+12,610
+8% +$1.1M
SCHX icon
3
Schwab US Large- Cap ETF
SCHX
$71.8B
$14.1M 3.06%
640,830
+44,494
+7% +$1.04M
SPYM
4
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$14.1M 3.06%
215,002
+14,864
+7% +$1.03M
OEF icon
5
iShares S&P 100 ETF
OEF
$20.1B
$13.9M 3%
51,206
+3,303
+7% +$948K
VV icon
6
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$13.4M 2.91%
52,251
+3,598
+7% +$975K
FTCS icon
7
First Trust Capital Strength ETF
FTCS
$7.91B
$13.2M 2.86%
147,089
+11,011
+8% +$984K
VSDA icon
8
VictoryShares Dividend Accelerator ETF
VSDA
$246M
$12.9M 2.79%
249,388
+19,360
+8% +$1,000K
FHLC icon
9
Fidelity MSCI Health Care Index ETF
FHLC
$3.28B
$12.1M 2.63%
177,659
+14,564
+9% +$1,000K
SPTM icon
10
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$10M 2.17%
147,172
-822
-0.6% -$58.8K
ITOT icon
11
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$8.54M 1.85%
70,019
-1,834
-3% -$236K
VYM icon
12
Vanguard High Dividend Yield ETF
VYM
$80.9B
$6.74M 1.46%
52,302
+3,808
+8% +$498K
DIVO icon
13
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.5B
$6.74M 1.46%
165,274
+13,184
+9% +$546K
PEY icon
14
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.13B
$6.56M 1.42%
305,727
+25,500
+9% +$551K
SCHD icon
15
Schwab US Dividend Equity ETF
SCHD
$103B
$6.41M 1.39%
229,137
+18,615
+9% +$519K
SCZ icon
16
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$6.37M 1.38%
100,231
-4,886
-5% -$309K
XLE icon
17
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$6.03M 1.31%
128,980
-530
-0.4% -$23.9K
PGX icon
18
Invesco Preferred ETF
PGX
$3.81B
$4.98M 1.08%
443,852
+47,990
+12% +$555K
MSFT icon
19
Microsoft
MSFT
$3.45T
$4.93M 1.07%
13,134
-84
-0.6% -$34.2K
FDL icon
20
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.74B
$4.84M 1.05%
111,524
+12,774
+13% +$540K
ILCG icon
21
iShares Morningstar Growth ETF
ILCG
$3.11B
$4.47M 0.97%
55,170
+11,755
+27% +$1.04M
VONG icon
22
Vanguard Russell 1000 Growth ETF
VONG
$42.8B
$4.44M 0.96%
47,900
+10,139
+27% +$1.03M
PAVE icon
23
Global X US Infrastructure Development ETF
PAVE
$13.9B
$4.42M 0.96%
117,110
+26,188
+29% +$1.06M
DBEF icon
24
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$4.36M 0.94%
100,745
+12,263
+14% +$534K
AAPL icon
25
Apple
AAPL
$4.54T
$4.01M 0.87%
18,040
+1,114
+7% +$258K
1
2 3 4 5

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CFP
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SHIM
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TCM
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QL
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NCA
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OPWM
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CAM
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Investors Research Corp's Q1 2025 Portfolio in Review

As of Q1 2025, Investors Research Corp held 1,000 positions worth $462M, up 1.4% from $455M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp deployed $18.5M of net new capital in Q1 2025, opening 57 new positions and adding to 203 existing holdings. Its largest new stake was Essential Utilities: 35,350 shares worth $1.4M.

By sector, the portfolio is most concentrated in Financials at 6.5% of assets, down from 7.6% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Gilead Sciences, an estimated $1.15M trimmed.

  • Investors Research Corp's largest Q1 2025 buy was Essential Utilities: 35,350 shares worth $1.4M.
  • Investors Research Corp added most to Crown Castle in Q1 2025, an estimated $1.35M increase.
  • Investors Research Corp's biggest Q1 2025 reduction was Gilead Sciences, cutting an estimated $1.15M.
  • Investors Research Corp fully exited Kellanova in Q1 2025, selling an estimated $1.03M.
  • Investors Research Corp's ten largest holdings make up 29% of its $462M portfolio in Q1 2025.
  • Investors Research Corp opened 57 new positions and closed 37 in Q1 2025.
  • Investors Research Corp's portfolio value rose 1.4% quarter-over-quarter to $462M.

Based on Investors Research Corp's 13F filing for Q1 2025, filed 8 Apr 2025.